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One of the advantages of data from CapIQ /Refinitiv is that you're not just pulling data from a single report but rather data has been curated across time from

by drited 3y ago

One of the advantages of data from CapIQ /Refinitiv is that you're not just pulling data from a single report but rather data has been curated across time from multiple historical reports so that historical income statements, balance sheets, footnote data etc spanning many years can be generated. When you say that generating graphs of gross margin, EV/Ebitda is just one step further, are you talking about generating those based in just a single report's information or are you combining information from multiple years to for example show gross margin trends over 10 years and EV/TTM Ebitda?

nnechm 3y ago
I am talking about comparing multiple reports, i.e gross margin trends over 10 years and EV/TTM Ebitda etc across several reports. Currently only financials are possible, but the ratios depend on stock prices, so we are working on that ! You can think of it like this, you now have an army of readers that can go through tables really quickly. FactSet, CapIQ etc use a combination of automation/manual entry and fit these tables into a homogenized schema so that they can be saved, compared etc. So if you want to get Apple's Greater China sales from 2020, you would be lucky if they decided to create an item for that. https://imgur.com/a/bp2hb7n https://imgur.com/a/bp2hb7n Here are two examples, AMD's revenues and AMD's revenue outlook using beatandraise.com https://imgur.com/a/61jqiUk https://imgur.com/a/61jqiUk I doubt you can get AMD's own outlook on CapIQ for e.g Context sizes mean getting 100s of reports on one call is not possible, but multiple iterations will still do the trick. So in effect, you can actually create a dataset like FactSet for a lot lower cost, more comprehensive and can be customized to what the user wants, if you see my point... :)
- nnechm 3y ago
  It would be possible for example to get AMD's revenues over time like this, it's tedious because of context size, but it's unrestricted, so you can get whatever datapoint you want... If we run this query over an api for income statements for all 8k companies, we pretty much have all income, balance sheet, cashflow items, shares outstanding etc. Add stock price data, that can give you EV/Ebitdas, P/Es and all that stuff. https://imgur.com/a/2U2wt4h https://imgur.com/a/2U2wt4h

by drited 3y ago

nnechm 3y ago

I am talking about comparing multiple reports, i.e gross margin trends over 10 years and EV/TTM Ebitda etc across several reports. Currently only financials are possible, but the ratios depend on stock prices, so we are working on that ! You can think of it like this, you now have an army of readers that can go through tables really quickly. FactSet, CapIQ etc use a combination of automation/manual entry and fit these tables into a homogenized schema so that they can be saved, compared etc. So if you want to get Apple's Greater China sales from 2020, you would be lucky if they decided to create an item for that. https://imgur.com/a/bp2hb7n https://imgur.com/a/bp2hb7n Here are two examples, AMD's revenues and AMD's revenue outlook using beatandraise.com https://imgur.com/a/61jqiUk https://imgur.com/a/61jqiUk I doubt you can get AMD's own outlook on CapIQ for e.g Context sizes mean getting 100s of reports on one call is not possible, but multiple iterations will still do the trick. So in effect, you can actually create a dataset like FactSet for a lot lower cost, more comprehensive and can be customized to what the user wants, if you see my point... :)

nnechm 3y ago
It would be possible for example to get AMD's revenues over time like this, it's tedious because of context size, but it's unrestricted, so you can get whatever datapoint you want... If we run this query over an api for income statements for all 8k companies, we pretty much have all income, balance sheet, cashflow items, shares outstanding etc. Add stock price data, that can give you EV/Ebitdas, P/Es and all that stuff. https://imgur.com/a/2U2wt4h https://imgur.com/a/2U2wt4h